SkyDesk Mail Add-on helps you manage all of your customer correspondence within your SkyDesk CRM account and track the email conversations that you have with your customers. What are you missing then? Within SkyDesk CRM, you have an inbox full of important emails from customers that are associated to your leads and contacts. But are you receiving instant notifications so that the most important emails from leads and contacts get your immediate attention?
A typical day in the life of a sales rep is incomplete without email communication and follow-ups. Also, it is very important that emails from your customers get a timely response. In that case, email notifications play a vital role. MailMagnet does exactly that. It intelligently scans your inbox and notifies you of the emails from your prospects and customers in CRM. Not just that, you can also reply to emails, add follow-up tasks and add notes, all from within MailMagnet. Along with this, you have the option to filter the emails into a separate folder or label in your SkyDesk Mail inbox. See also Configure SkyDesk Mail Add-on.
MailMagnet will be available only if you enable the SkyDesk Mail Add-on feature and configure your email account within SkyDesk CRM. See also SkyDesk Mail Add-on.
To reply to emails
To add a follow-up task
To add a note